Donald Michael Rhomberg

Employer firm

Jaffe Tilchin Investment Partners, LLC CRD 143608

$2.45B regulatory AUM 58 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → Present
  Rhomberg Financial
  Tampa, FL
• 08/2008 → Present
  Jaffe Tilchin Investment Partners
  Tampa, FL

Previous Registrations

• 2001-01-02 → 2008-12-31
  J. W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

RHOMBERG FINANCIAL LIFE, DISABILITY, EMPLOYEE BENFITS, GENERAL PROPERTY & CASUALTY INSURANCE SALES PRESIDENT/OWNER 20 HRS/WEEK COMMISSIONS/// EXTENDED WEEKENDS OWNER - BOOKINGS LODGING 5 HRS PER WEEK 50K PER YR//ADVISOR INS GRP FIXED INSURANCE 10 HRS PER WEEK COMMISSION OWNER//OFFSHORE CHARTERS FISHING MANAGEMENT 2HRS PER WEEK 5K TO 25K PER YR VARIES. SAFEPOINT INSURANCE PROPERTY AND CASUALTY INSURANCE 2 HRS A WEEK COMPENSATION IS 3% OF COMPANY STOCK VESTED OVER 5 YRS. DIRECTOR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-27
• S63 Uniform Securities Agent State Law Examination
  1997-07-28

Other Names

• Donald Michael Rhomberg